James started his career in 1999, at the peak of the internet bubble with Montgomery Securities – an investment bank in San Francisco known as a tech and banking powerhouse. He was soon generating millions for clients through institutional equity sales, by spotting opportunities and reviewing the advice of
over 60 analysts. Post that James had switched coasts to join the new Wall Street office of Banc Of America Securities as Vice president. Here, he generated $8 Million in annual sales, much of it through his relationships with hedge and mutual funds. He also leveraged primary and secondary capital markets, selling IPOs to a client base of Wall Street investors.
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